Add a Contract or Terms & Conditions to My Account

With Joist, you can add your own Contract/Terms & Conditions to your estimates and invoices.First, let’s add a new contract to your Joist account.

Click on Settings and then Contracts. From the Contracts screen, click the green button that says New Contract.

From here you can give your contract a name and write out the content of the contract (or paste this content from a document on your computer). You can also turn on or off the options to make this particular contract your default contract for estimates and invoices.

You can also select or remove a contract while you are creating or editing an estimate or invoice, right from within the document.

Scroll down to the Contracts & Signatures section of the document and click Contract.

Then select a contract from your list or create a new contract with the New Contract button.